Andy_Paul

Marketo Employee

Joined the community 31-08-2017

Marketo Employee

Product Manager

San Francisco

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Re: Microsoft Dynamics & Sales Insights

by Andy_Paul 11-07-2019

Hi Thomas Morgadinho - MSI pushes events (Web Activity, Email, and Interesting Moments) from Marketo to MSI, to give sellers visibility into your lead and account engagements with assets monitored by Marketo. Today, there is no ability to use MSI to log call events into Marketo. Curious to learn mor...

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3643 0 1
Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

by Andy_Paul 09-03-2019

You can find it in the MSI visualforce page on leads, contacts, and opportunities.

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4317 2 0
Re: Marketo Sales Insight - Can we set up Alert Emails with MSI?

by Andy_Paul 08-29-2019

Hi Stephany, Setting smart campaigns can be a great way to notify sales reps of engagement. However, if you want to put some of this power into the sellers hands, MSI is a great solution for this. I have added some screens below from MSI. 1. When a seller adds a lead/contact to their watchlist then ...

Discussions

4317 2 3
Re: Marketo Sales Insight Dashboard in Salesforce not allowing contact...

by Andy_Paul 08-15-2019

Hi Melissa, When a sales user clicks on the Marketo tab to go to their Best Bets list they will see an option at the top that says "Create New View". This is where your MSI users can create a new view that filters on their Best Bets list.Hope this helps!

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3197 0 0
Re: Automate SFDC Leads being added to Marketo Campaign

by Andy_Paul 07-16-2019

Hi Lori - could you tell us a little more about your use case and what action you would want to trigger a lead being added to a marketing campaign?Jay gave some great options on how this can be achieved through Marketo triggers, but I want to make sure there isn't more to this request that we are mi...

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5035 0 3